**Description** **Hybrid Work Environment:** Two days in-office and three days work-from-home. Must live within commutable distance from either our Saint Petersburg, FL, or Memphis, TN, home offices. **Job Summary:** Under general supervision, skills gained through training are used to provide branches and internal departments with tax reporting-related information. Completes various small to moderate complexity reports to ensure account coding and activity are accurately reflected. Serves as a resource for resolving incoming customer inquiries. Delivers a superior client experience by following the core values of service first. Enters data and researches discrepancies, which involves extensive interaction with fellow workers, other departments, and branch associates. **Essential Duties and Responsibilities:** + Respond to incoming inquiries from advisors, branch associates, and home office personnel on tax withholding. (federal backup, non-resident alien Chapter 3 and Chapter 4, Forms W-9 and W-8 series) + Develop a working knowledge and the ability to discuss both retail and retirement IRS tax Forms: 1099-B, 1099-DIV, 1099-INT, 1099-MISC, 1099-OID, 1099-R, 5498, 1097-BTC, 1042-S & 2439. + Develop an understanding of the IRS regulations that drive tax form reporting requirements and department processes. + Participate in annual testing of basic tax functions using Team Foundations Server (TFS) to track progress, log defects, and resolve issues to ensure tax forms are IRS compliant and ready for production. + Research and correct tax-related issues. + Gather and store IRS/internal audit documentation as required in job descriptions. + Review various vendor reports containing customer account, security, and stock record activity to identify, correct, and document errors. + Complete various department processes and back office reports accurately and timely. + Perform other duties and responsibilities as assigned. **Qualifications** **Knowledge, Skills, and Abilities:** **Knowledge of:** + General office practices, procedures, and methods. + Microsoft Word, Excel, and Outlook to create/update documents, reports, spreadsheets, and emails. + Tax reporting concepts, practices, and procedures. **Skill in:** + Analyzing and adjusting transaction and account discrepancies. + Organization and attention to detail are sufficient to prioritize multiple tasks while working in a fast-paced environment. + Gathering and compiling information. + Operating standard office equipment and using required software applications to produce correspondence and electronic communication, and maintaining spreadsheets and databases. **Ability to:** + Establish and maintain effective working relationships. + Communicate effectively, both orally and in writing, with all organizational levels. + Read and understand IRS regulations. + Identify and resolve problems. + Demonstrate efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions, changing priorities, and deadlines. + Provide a high level of customer service. + Learning and applying new information, skills, and processes quickly. **Educational/Previous Experience Requirements:** + High school diploma or equivalent and two (2) years of related experience **Licenses/Certifications:** + None required. **Job:** Operations **Primary Location:** US-FL-St. Petersburg-Saint Petersburg **Other Locations:** US-TN-Memphis-Memphis **Organization** Operations & Administration **Schedule** Full-time **Job Shift** Day Job **Travel** No **Req ID:** 2401251